TENCENT(HK:00700) Di Yi Cai Jing·2026-01-10 08:54Group 1 - The core viewpoint of the article highlights Tencent's focus on AI development, particularly in the context of its dual market approach, emphasizing the challenges and advantages in both B2B and B2C sectors [1] - Tencent's new Chief AI Scientist, Yao Shunyu, is currently engaged in developing models and products related to AI, indicating the company's commitment to advancing its AI capabilities [1] - The article notes that Tencent, being a company with a strong B2C gene, recognizes the need for robust model capabilities and longer context in the consumer market, which is essential for effective AI applications [1] Group 2 - The article discusses the difficulties of operating in the B2B market in China, suggesting that larger companies like Tencent have inherent advantages over startups due to their established service capabilities [1] - Tencent's team is focused on ensuring that their services are well-optimized before expanding into the B2B market, reflecting a strategic approach to market entry [1]